Crystal Wong - TD Financial Planner

Closed 9:00 AM - 5:00 PM (Wed) See Hours
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Crystal Wong is an experienced financial planner based in Vancouver. With a career that began in 2006, she focuses on building strong relationships with clients, tailoring financial strategies that align with their unique aspirations. Holding both the FMA and CFP® designations, she is committed to helping customers navigate their financial futures with confidence.

At TD Wealth, Crystal brings valuable insights and a deep understanding of the financial landscape. Her education from The University of British Columbia, along with her multilingual skills in Cantonese and Mandarin, enables her to better serve a diverse clientele. Whether you’re looking to maximize your investments or plan for retirement, she is here to guide you every step of the way.
Our Services
Crystal Wong offers a broad array of financial planning services designed for various stages of life.

✔️ Personalized financial planning
✔️ Investment guidance tailored to risk tolerance
✔️ Tax planning strategies to minimize liabilities
✔️ Retirement planning with savings and investment account options
✔️ Estate planning to ensure your legacy

With a strong focus on understanding your goals, Crystal tailors her approach to help you achieve your financial aspirations effectively.
Why Choose Us?
Choosing Crystal Wong means partnering with a dedicated financial expert focused on your success.

✔️ Proven experience since 2006
✔️ Personalized financial strategies
✔️ Certified Financial Planner (CFP®)
✔️ Commitment to client relationships
✔️ Multilingual support in Cantonese and Mandarin
✔️ Access to a wide range of TD Wealth resources

Take charge of your financial future today. Contact Crystal Wong to schedule your consultation and start building a plan tailored just for you.
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Location & Hours:
3778 Grande Prom. Unit 330
Burnaby, BC V3J 0L6
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